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FISV

Fiserv Inc
FISV

Name Holding Trade Value Shares
Change 		Change in
Stake
ADL
1601
Asset Dedication LLC
California
$10K – – –
JWM
1602
Janiczek Wealth Management
Colorado
$9.75K – – –
NIC
1603
Northwest Investment Counselors
Oregon
$9.11K +$8.3K +57 New
AW
1604
Avion Wealth
Texas
$9K +$728 +5 +12%
CWC
1605
Carolinas Wealth Consulting
North Carolina
$8.47K +$6.26K +43 +430%
AWM
1606
Activest Wealth Management
Florida
$8.15K – – –
DF
1607
Dunhill Financial
United Kingdom
$8.13K +$1.17K +8 +19%
YAL
1608
Your Advocates Ltd
Texas
$7.99K – – –
SAG
1609
Spotlight Asset Group
Illinois
$7.03K +$6.41K +44 New
BWL
1610
Bogart Wealth LLC
Virginia
$6.71K – – –
SHIM
1611
Stone House Investment Management
Pennsylvania
$6.39K – – –
JSAM
1612
J. Safra Asset Management
New York
$6.07K +$5.53K +38 New
VNA
1613
Valley National Advisers
Pennsylvania
$6K +$3.64K +25 +179%
SIC
1614
SJS Investment Consulting
Ohio
$5.59K – – –
VWA
1615
Valued Wealth Advisors
Utah
$5.43K – – –
DPW
1616
DiNuzzo Private Wealth
Pennsylvania
$5.12K – – –
HGERS
1617
Householder Group Estate & Retirement Specialist
Arizona
$4.95K -$2.91K -20 -39%
QL
1618
Quarry LP
New York
$4.79K -$35.4K -243 -89%
MIM
1619
Macroview Investment Management
Maryland
$4.79K – – –
SS
1620
Sunbelt Securities
Texas
$4.63K -$3.35K -23 -44%
TCA
1621
Trifecta Capital Advisors
Illinois
$4.47K – – –
TCM
1622
TD Capital Management
Tennessee
$4.16K +$3.79K +26 New
WWM
1623
Wolff Wiese Magana
California
$4K – – –
TFM
1624
TFC Financial Management
Massachusetts
$4K +$437 +3 +14%
WCM
1625
Westend Capital Management
California
$4K +$3.64K +25 New
63 64
65
66 67